This support note applies to:
- AO Document Manager (AU)
- AO Document Manager (NZ)
- AE Document Manager (NZ)
- PDF Manager (AU)
- AE Document Manager (AU)
- PDF Manager (NZ)
In MYOB, if you would like to save a PDF copy of your document directly into Document Manager (DM), this is done using PDF Manager.
The following instructions will step you through setting your "Save With" settings.
- From the PDF Manager drop down menu select Tools, click on Options and then select Save with Settings. The Save With Settings screen appears.
- Select Document Manager from the pick list.
- Tick the Enable integration with Document Manager checkbox.
- Click OK to save.